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Investment Planning Services

FalconVest financial services was established through a brokerage affiliate agreement between Falcon International Bank, AC Financial and LPL Financial, the nation’s leading independent source for financial services and investment advice. This agreement was established to fill the growing demand for quality investment and financial planning options.

Our advisors at FalconVest offer unbiased advice; meaningful, timely information and research; and easy access to the investments and services that best fit your circumstances.

For a strong foundation, long-term growth potential, diversification and professional management we offer fee –based asset management, which allows us to share a common goal — to grow the value of your assets. Commission-based brokerage accounts are also available for investors preferring this manner of investing.

Our Investment Planning Services include:

Asset Allocation

Diversification

Risk Assessment

Tax Consequences

Portfolio Strategies

For more information call (956) 723-2265 ext. 1577 or fill out the form on our website by clicking on the link below.

Disclosure Notice

Securities and Insurance products offered through LPL Financial and its affiliates.